Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift
Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down 4.2% month-over-month but up 60.8% year-over-year. Revenue for the first seven months reached NT$2.05 trillion, up 88.2% from a year earlier. The company expects AI server shipments to grow sequentially throughout the second half of 2026.
VisEra Technologies sees stronger 2H26 on recovering demand across three end markets
NCSIST and Shield AI complete autonomous drone mission
Chunghwa Telecom to launch dedicated Astranis satellite, Matsu cable in September
Taiwan advances efforts to become global drone hub with non-China supply chain edge
Amid the escalation of geopolitical tensions and extreme weather events, Taiwan has stepped up efforts to become a global hub for drone manufacturing as countries around the world accelerate buildouts of non-red supply chains. Drones have now evolved from tools for aerial photography into crucial elements of national defense, disaster response, and the rising low-altitude economy.
Ibiden raises full-year profit forecast as AI server and substrate demand strengthens
Integrated ecosystems become focus of AI-driven smart vehicle development
Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center
The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence data center in Akita Prefecture, according to Bloomberg. Abu Dhabi sovereign wealth fund Mubadala Investment is expected to lead the investment in a project that could become Japan’s largest data center.